OGZPY - Adding More Gazprom Stock Betting That Fundamentals Will Beat Geopolitics
- Germany's decision to suspend the certification of NS2 may seem like an automatic permanent hit for Gazprom, but it is far from it.
- The current global natural gas market is a producer's dream, and it is set to last for many years. Gazprom will not be stopped from growing production & sales.
- Sanctioning Russia, which is the world's largest energy net exporter, right in the middle of a sustained commodities bull market is not sustainable, which is why in my opinion sanctions will not last.
For further details see:
Adding More Gazprom Stock, Betting That Fundamentals Will Beat Geopolitics